Civic Intelligence

Oxford Homes for Elderly Inc.

990 • Fiscal year 2014 • EIN 31-1693033

Oct 01, 2013 to Sep 30, 2014 • Filed on Mar 27, 2015

407 East Main Street37814

(423) 586-1494

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

95th percentile

1.28x

Higher debt load relative to assets than 95% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

12.02x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

39th percentile

-0.8%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$522,807

Down $4,206 (-0.8%) from 2013

Net Assets

Down

-$144,328

Down $7,208 (-5.3%) from 2013

Liabilities

Up

$667,135

Up $3,002 (+0.5%) from 2013

Revenue

$55,483

No earlier filing loaded for comparison.

Expenses

Up

$62,691

Up $7,711 (+14%) from 2013

Net Income

-$7,208

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2011: $553,326Liabilities 2011: $663,525Net Assets 2011: -$110,1992011Assets 2012: $535,381Liabilities 2012: $666,500Net Assets 2012: -$131,1192012Assets 2013: $527,013Liabilities 2013: $664,133Net Assets 2013: -$137,1202013Assets 2014: $522,807Liabilities 2014: $667,135Net Assets 2014: -$144,3282014Assets 2015: $510,217Liabilities 2015: $663,838Net Assets 2015: -$153,6212015Assets 2016: $500,047Liabilities 2016: $667,909Net Assets 2016: -$167,8622016Assets 2017: $488,804Liabilities 2017: $663,644Net Assets 2017: -$174,8402017Assets 2018: $474,626Liabilities 2018: $692,119Net Assets 2018: -$217,4932018Assets 2019: $449,132Liabilities 2019: $695,174Net Assets 2019: -$246,0422019Assets 2020: $432,678Liabilities 2020: $681,077Net Assets 2020: -$248,3992020Assets 2021: $445,697Liabilities 2021: $679,037Net Assets 2021: -$233,3402021Assets 2022: $449,403Liabilities 2022: $683,464Net Assets 2022: -$234,0612022Assets 2023: $434,304Liabilities 2023: $675,642Net Assets 2023: -$241,3382023Assets 2024: $426,364Liabilities 2024: $682,951Net Assets 2024: -$256,5872024Assets 2025: $405,043Liabilities 2025: $665,366Net Assets 2025: -$260,3232025

Highlighted filing

2014

Assets$522,807
Liabilities$667,135
Net Assets-$144,328

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $54,6172011Expenses 2012: $59,6552012Expenses 2013: $54,9802013Revenue 2014: $55,483Expenses 2014: $62,691Net Income 2014: -$7,2082014Revenue 2015: $49,636Expenses 2015: $58,929Net Income 2015: -$9,2932015Revenue 2016: $52,204Expenses 2016: $66,445Net Income 2016: -$14,2412016Revenue 2017: $57,352Expenses 2017: $64,330Net Income 2017: -$6,9782017Revenue 2018: $62,118Expenses 2018: $104,772Net Income 2018: -$42,6542018Revenue 2019: $61,134Expenses 2019: $89,682Net Income 2019: -$28,5482019Revenue 2020: $71,145Expenses 2020: $73,502Net Income 2020: -$2,3572020Revenue 2021: $85,417Expenses 2021: $70,358Net Income 2021: $15,0592021Revenue 2022: $75,212Expenses 2022: $75,933Net Income 2022: -$7212022Revenue 2023: $77,477Expenses 2023: $84,754Net Income 2023: -$7,2772023Revenue 2024: $79,792Expenses 2024: $95,040Net Income 2024: -$15,2482024Revenue 2025: $79,925Expenses 2025: $83,662Net Income 2025: -$3,7372025

Highlighted filing

2014

Revenue$55,483
Expenses$62,691
Net Income-$7,208
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Mar 27, 2015
Return Version
2013v4.0
Gross Receipts
$55,483
Mission and Program Overview

Mission

To provide housing for low-income elderly or handicapped tenants under section 202 of the national housing act.

Housing for low income elderly & handicapped individuals

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$461,257$446,895▼ $14,362
Savings and Temporary Cash Investments$62,719$67,907▲ $5,188
Cash and Non-Interest-Bearing Accounts$1,914$6,882▲ $4,968
Accounts Receivable$625$625→ $0
Prepaid Expenses and Deferred Charges$498$498→ $0
Total Assets$527,013$522,807▼ $4,206
Liabilities
Mortgage Notes Payable Secured by Investment Property$655,400$655,400→ $0
Accounts Payable and Accrued Expenses$6,019$8,801▲ $2,782
Other Liabilities$2,714$2,934▲ $220
Total Liabilities$664,133$667,135▲ $3,002
Net Assets / Fund Balance
Unrestricted Net Assets$-137,120$-144,328▼ $7,208
Total Net Assets Fund Balance$-137,120$-144,328▼ $7,208
Total Liabilities and Net Assets / Fund Balance$527,013$522,807▼ $4,206

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$412,659$198,408$611,067
Land$25,700-$25,700
Equipment$8,536$15,899$24,435
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan LukerPresident
Jack YatesVice-chairma
Barbara MasonDirector
Barbara RaperDirector
Chris HornDirector
Geneva MyersDirector
Joe BenthallDirector
Kim LovedayDirector
Lane WolfenbargerDirector
Michael CollinsDirector
Stanley WilderSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$55,458
Investment Income
$25
Other Revenue
$0
Change in Net Assets
$-7,208

Audited Revenue Reconciliation

Revenue per Audited Statements
$55,483
Total Revenue per Audited Statements
$55,483
Total Revenue per Form 990
$55,483
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,683
Salaries, Compensation, and Employee Benefits$8,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$17,385--$17,385
Occupancy$17,137--$17,137
Fees for Services Management-$7,087-$7,087
Other Salaries and Wages$5,599--$5,599
Fees for Services Accounting$2,970--$2,970
Other Employee Benefits$2,028--$2,028
Office Expenses$1,233--$1,233
Insurance$678--$678
Other Expenses$415--$415
Payroll Taxes$381--$381
All Other Expenses$309--$309
Advertising$191--$191
Travel$4--$4
Total Functional Expenses$55,604$7,087$0$62,691

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$62,691
Total Expenses per Audited Statements$62,691
Total Expenses per Form 990$62,691
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$2,934
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
31-1693033
Phone
4235861494

Signing Officer

Name
Susan Luker
Title
President
Phone
4235861494
Signed
2015-03-27

Organization Details

Principal Officer
Susan Luker
Formed
2000
Legal Domicile
Tn
Voting Board Members
11
Independent Board Members
8
Employees
0

Preparer

Preparer
Duane Cline
Phone
4235879335
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037528
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0221974
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0412659
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0198408
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0611067
IRS990ScheduleD/EquipmentGrp/BookValueAmt08536
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015899
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024435
IRS990ScheduleD/ExpensesSubtotalAmt062691
IRS990ScheduleD/LandGrp/BookValueAmt025700
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt025700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02934
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt055483
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0446895
IRS990ScheduleD/TotalExpensesPerForm990Amt062691
IRS990ScheduleD/TotalLiabilityAmt02934
IRS990ScheduleD/TotalRevenuePerForm990Amt055483
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt055483
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt062691
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0527013
IRS990/TotalAssetsEOYAmt0522807
IRS990/TotalAssetsGrp/BOYAmt0527013
IRS990/TotalAssetsGrp/EOYAmt0522807
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07087
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055604
IRS990/TotalFunctionalExpensesGrp/TotalAmt062691
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0664133
IRS990/TotalLiabilitiesEOYAmt0667135
IRS990/TotalLiabilitiesGrp/BOYAmt0664133
IRS990/TotalLiabilitiesGrp/EOYAmt0667135
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-137120
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-144328
IRS990/TotalProgramServiceExpensesAmt055604
IRS990/TotalProgramServiceRevenueAmt055458
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055483
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt055483
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0527013
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0522807
IRS990/TravelGrp/ProgramServicesAmt04
IRS990/TravelGrp/TotalAmt04
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-137120
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-144328
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 1218
IRS990/USAddress/City0MORRISTOWN
IRS990/USAddress/State0TN
IRS990/USAddress/ZIPCode037816
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN LUKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04235861494
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10OXFORD HOMES FOR ELDERLY INC
ReturnHeader/Filer/BusinessNameControlTxt0OXFO
ReturnHeader/Filer/EIN0311693033
ReturnHeader/Filer/PhoneNum04235861494
ReturnHeader/Filer/USAddress/AddressLine10407 EAST MAIN STREET
ReturnHeader/Filer/USAddress/City0MORRISTOWN
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037814
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621760836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DUANE CLINE CPALLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1951
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MORRISTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0378161951
ReturnHeader/PreparerPersonGrp/PhoneNum04235879335
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUANE CLINE
ReturnHeader/ReturnTs02015-04-02T14:57:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.05$6.65$2.60$0.80$0.84$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$6.83$2.57$0.80$0.95$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$6.76$2.41$0.77$0.85$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$6.83$2.34$0.75$0.76$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$6.79$2.33$0.85$0.70$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.33$6.81$2.48$0.71$0.74$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.49$6.95$2.46$0.61$0.90$0.29
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$6.92$2.17$0.62$1.05$0.43
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$6.64$1.75$0.57$0.64$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.00$6.68$1.68$0.52$0.66$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$6.64$1.54$0.50$0.59$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.23$6.67$1.44$0.55$0.63$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$6.64$1.37$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.35$6.67$1.31$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$6.64$1.10$0.55